InvoiceFlow MCP

AI-powered invoice automation for the Model Context Protocol

InvoiceFlow creates professional PDF invoices, predicts late payment risk using AI, auto-sends reminders, reconciles payments from Stripe/PayPal, and tracks your cash flow -- all through the MCP protocol.

Features

Professional PDF invoices with line items, tax, discounts, multi-currency (10 currencies)
AI risk prediction (0-100) based on invoice amount, client history, due date, reminder history
Smart reminders with escalation based on risk level
Payment reconciliation matching Stripe/PayPal payments to invoices by amount + email
Cash flow reporting with collection rate, projected income, client breakdown
Client management with automatic payment history tracking
Sequential invoice numbers (INV-2026-0001, INV-2026-0002, ...)
10 MCP tools + 4 MCP resources covering the full invoicing lifecycle

Quick Start

Install from MCPize Marketplace

Search for InvoiceFlow MCP on mcpize.com
Click Install and select your subscription tier
Tools and resources are automatically available in any MCP-compatible client

Build from Source

git clone https://github.com/enzoemir1/invoiceflow-mcp.git
cd invoiceflow-mcp
npm ci
npm run build

Add to your MCP client config:

{
  "mcpServers": {
    "invoiceflow": {
      "command": "node",
      "args": ["path/to/invoiceflow-mcp/dist/index.js"]
    }
  }
}

Tools

client_manage

Create a new client. Required before creating invoices.

invoice_create

Create an invoice with line items. Auto-calculates subtotal, tax, discounts, and total. Generates sequential invoice numbers (INV-YYYY-NNNN).

invoice_send

Send an invoice PDF via email (requires SENDGRID_API_KEY). Updates status to "sent".

invoice_list

Filter invoices by status, client, amount range, date range, or overdue status. Supports pagination.

invoice_mark_paid

Mark an invoice as paid (full or partial). Updates client payment history automatically.

invoice_remind

Send a payment reminder. Increments reminder count. Supports custom messages.

invoice_risk

AI-powered late payment risk prediction (0-100). Returns risk level, factor breakdown, recommended action, next reminder date.

cashflow_report

Generate cash flow summary: total invoiced, collected, outstanding, overdue, collection rate, 30-day projection.

payment_reconcile

Match incoming payment to invoice by amount and payer email. Auto-marks as paid.

Resources

Resource	Description
`invoices://pending`	All unpaid invoices
`invoices://overdue`	Invoices past due date
`invoices://stats`	Monthly cash flow summary
`clients://list`	All clients with payment history

Risk Prediction Engine

Scores invoices 0-100 using 4 weighted factors:

Factor	Weight	What It Measures
Invoice Amount	20%	Higher amounts = higher risk
Client History	35%	Pay rate, late payments, avg days
Due Date	30%	Days until/past due
Reminders	15%	Reminders already sent

Risk Levels: Low (0-30), Medium (31-60), High (61-100)

Integrations

SendGrid -- Set SENDGRID_API_KEY for email invoices/reminders
Stripe -- Set STRIPE_API_KEY for payment reconciliation
PayPal -- Set PAYPAL_CLIENT_ID + PAYPAL_CLIENT_SECRET

Currencies

USD, EUR, GBP, CAD, AUD, JPY, CHF, TRY, BRL, INR

Pricing

Tier	Price	Invoices/month	Features
Free	$0	5	Basic PDF invoices
Pro	$15/mo	100	AI risk, reminders, Stripe sync
Business	$30/mo	Unlimited	Multi-currency, reconciliation, cash flow

Available on MCPize Marketplace.

Development

npm run dev        # Hot reload
npm run build      # Production build
npm test           # Run tests
npm run inspect    # MCP Inspector

License

MIT License. See LICENSE for details.

Built by Automatia BCN.

invoiceflow-mcp